Wealth and Asset Management Archives - Page 1142 of 1546

The Latest Estate and Succession Planning Trends in Europe

September 15, 2021

An individual’s ability to determine to whom their assets pass upon their death will depend upon the laws of the relevant jurisdictions and in turn, may have international estate tax implications.

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J.P. Morgan Wealth Management Eliminates Upfront Fee on 529 Plans

September 14, 2021

Industry-leading commitment makes education investing more accessible

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Zurich WM gets Finma licence,

September 14, 2021

Crossinvest Zurich was founded in 2020 when the Crossinvest Group decided to expand into German-speaking Switzerland.

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Geneva wealth manager rebrands

September 14, 2021

In April, the firm appointed a new COO to lead its digital transformation.

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UBS’s Naratil Doesn’t Rule Out M&A to Grow U.S. Wealth Biz

September 14, 2021

Naratil said UBS may have historically missed out on around 500 basis points in pre-tax profit margin because of its smaller size, but the productivity gains it has made recently have narrowed that gap to about 300.

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Syz Posts Slim Profit

September 14, 2021

The Genevan wealth manager closed out the first half with a meager profit – but some of its problems persist.

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CI Financial aquires Silicon Valley wealth management firm

September 14, 2021

It has developed substantial expertise at the intersection of investments and tax, wealth transfer, estate and charitable planning.

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Japan’s structural reform to benefit investors

September 14, 2021

There are now more varieties of activist investors, including the old school “asset stripper” (greenmailer), entities focusing on constructive engagement and others that take a more hands-on approach.

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Bankers go hunting for UK billionaires to back Spacs

September 13, 2021

Can rule revamps make the City a magnet for cash shells used to hoover up deals?

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Wealth Management Connect: What Say the Banks?

September 13, 2021

In total, more than 20 lenders in Hong Kong are expected to apply for the scheme – including a handful of global banks – with some market watchers projecting fee-based income to reach as high as $700 million per annum.

Wealth and Asset Management